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Friday, Nov 152:58 AMSamsung extends smartphone crown
Friday, Nov 152:58 AM| 75 Comments
- Samsung (SSNLF, SSNGY) widened its lead over Apple (AAPL) in the smartphone market in Q3, with Gartner estimating that Samsung sold 80.36M smartphones vs 55M a year earlier and Apple 30.33M vs 24.62M.
- The Korean company's market share held steady at 32.1% while Apple's dropped to 12.1% from 14.3%.
- Overall, the number of smartphones sold increased to 250.2M from 171.65M.
- By operating system, Google's (GOOG) Android accounted for 205M devices, or 81.9% of the market, Apple's iOS 30.33M, or 12.1%, and Microsoft's (MSFT) Windows 8.9M, or 3.6%.
- The total number of cellular phones sold rose to 455.6M from 431M. Samsung was in first place with 117M units and Nokia (NOK) second with 63M. (PR)
Monday, Oct 286:36 PM5S backlog still significant, Strategy Analytics releases smartphone estimates
Monday, Oct 286:36 PM| 9 Comments
- There's still a significant backlog of iPhone 5S (AAPL) orders, even though supplies are rising every week, says Tim Cook on the CC. Likewise, though Cook is upbeat about FQ1 iPad sales, he says it isn't clear retina iPad Mini supplies (reportedly constrained) will match demand during the quarter.
- Also: 1) Greater China sales (+6% Y/Y) benefited from an earlier Chinese iPhone launch. 2) Cook says education market sales topped $1B for the first time, and estimates Apple has a 94% tablet share in the vertical. 3) DRAM and NAND flash memory costs rose in FQ4. DRAM costs are expected to rise again in FQ1, while NAND costs are expected to be flat and other commodity costs lower.
- Strategy Analytics has plugged Apple's FQ4 iPhone sales (33.8M) into its spreadsheet and released its Q3 smartphone estimates. The firm believes industry shipments rose 45% Y/Y to 251M, after rising 47% in Q2.
- Apple, whose iPhone units rose 26% Y/Y, is given a 13.4% unit share, -220 bps Y/Y. Samsung (SSNLF, SSNGY) is assigned a 35% share, +210 bps, and estimated to have shipped 88.4M smartphones. Huawei (5.1%), LG (LGEIY, 4.8%), and Lenovo (LNVGY, 4.3%) round out the top-5.
- AAPL -0.1% AH. Apple deferred revenue remarks have calmed investors worried about FQ1 gross margin guidance.
- CC live blogs: I, II. More on Apple.
Sunday, Oct 274:07 AMH-P sues makers of optical disk drives for price-fixing
Sunday, Oct 274:07 AM| 1 Comment
- H-P (HPQ) has sued manufacturers of optical disk drives for allegedly conspiring to fix the price of their products from 2004-2010.
- The defendants, which control 90% of the market, include Toshiba (TOSBF), Samsung (SSNLF), Sony (SNE), Panasonic (PCRFY) and Philips (PHG).
- The suits follows a long probe by the Department of Justice into price-fixing and bid-rigging. Hitachi-LG Data Storage (LGEIY), another of the defendants, and four of its executives have pleaded guilty to breaches of antitrust law, while the DOJ named H-P as a victim.
- H-P, which purchased billions of dollars of drives, is seeking unspecified triple damages and injunctive relief.
Monday, Oct 711:17 AMUniversal Display rallies on Samsung, LG curved display news
Monday, Oct 711:17 AM| 3 Comments
- Samsung (SSNLF.PK, SSNGY.OB), by far Universal Display's (OLED +3.7%) largest customer, says it has begun mass-producing a 5.7" 1080p flexible OLED panel, and soon plans to launch a phone that makes use of them. A variant of the Galaxy Note 3 (has a 5.7" 1080p display) is a good possibility.
- OLED-Info.com estimates the manufacturing line being used by Samsung can produce a few hundred thousand flexible 5.7" panels per month.
- Meanwhile, LG Display (LPL -0.9%) says it will start mass-production of a 6" curved OLED, while deeming it "the world’s first flexible OLED panel for smartphones." A source tells Reuters LG Electronics (LGEIY.OB) will use the panels to launch an expected curved display phone next month.
Wednesday, Oct 29:34 AMZDNet Korea: LG mass manufacturing curved display phone; release this month
Wednesday, Oct 29:34 AM| 3 Comments
- LG Electronics (LGEIY.OB) has lifted the wraps on a curved smartphone with a flexible OLED display called the LG Z, according to ZDNet Korea. The device is reportedly in mass production, will be announced in the immediate future, and has a release date set for later this month.
- The phone's 6" OLED display will "be rigid, much like [LG's] curved OLED televisions," LG tells The Inquirer.
- LG is in a race with Korean rival Samsung (SSNLF.PK), which has plans of its own for a smartphone with a curved display to be released in Oct. The Inquirer speculates Samsung's rendition would be a variant of the Galaxy Note 3.
Monday, Jan 75:45 AMSouth Korea's LG Group intends to increase its investment in its electronics ops by almost a third this year to 13.4T won ($12.6B), with the money to go towards ramping up production of LCD and OLED panels, as well as to R&D for phone software, TV sets and flexible displays. LG also aims to spend 3.5T won on its chemical business. |Monday, Jan 75:45 AM| Comment!
Tuesday, Nov 272012, 3:25 AMThe latest trial in the global patent wars is due to get underway today in San Diego, where Alcatel-Lucent (ALU) is suing Apple (AAPL) and LG Electronics for allegedly infringing IP related to video-compression technology. Alcatel-Lucent is seeking a "reasonable royalty" based on what it would have been paid had Apple and LG agreed to a licensing deal before supposedly breaching the patents. |Tuesday, Nov 272012, 3:25 AM| Comment!